Task reports will show you the result of all Completed, Overdue and Rescheduled tasks based on their Workflow and Date range selection. It will show you all users tasks on a single screen.
To access Task Reports, click the Reports link from the home page’s Sales section.
You can Access the Task Reports using the links as below.
The first drop-down list at the top allows you to choose a Workflow Names and the second drop-down list lets you choose a given period such as Today, This Week, This Month or this Quarter
You can also print out the Report by clicking on the Printer icon beside the drop-down list.
There are four sections in the Task Report
- Number of Tasks: It will show you the total count of all tasks for a given period.
- Number of Tasks Completed: It will show your completed tasks based on date range
- Number of Tasks Overdue: It will show the number of tasks overdue by users.
- Number of Tasks Rescheduled: It will show you the rescheduled tasks by users.
Once you click on the counts with %, it will show the drill down report of those tasks.